portfolio

Here is a breakdown of my current asset allocation and links to some of my recent articles. During 2019 I decided to make my portfolio fossil-free which involved the disposal of my global multi-asset index funds.  Articles relating to my climate-friendly holdings are listed on the 'green' tab.


It may be worth repeating that my choice of investments are unique to my stage of life (retired), perception of risk, ethical aims and financial situation and should not therefore be taken as a recommendation. In many situations a simple, globally diversified low cost multi-asset index fund could get the job done for investors with lower costs and less volatility so my advice would be to do your own research and take responsibility for your investment decisions.

May 2023 (click to enlarge)

portfolio summary/reviews
Portfolio Review - End 2022  (Jan 2023)

Portfolio Review - End 2021 (Jan 2022)

Portfolio Review - End 2020 (Jan 2021)

Investing for a Green Future (Nov 2018)

OK lets go for that walk!

investments (2023)

Thrive Renewables - FY Results  (May)

The All-Weather Portfolio  (May)

iShares Gold ETF - Update  (Apr)

Gresham House Energy Storage - FY Results (Apr)

iShares Global Clean Energy - Update (Mar)

Greencoat UK Wind - Full Yr Results (Feb)

TRIG - Full Year Results  (Feb)

NIBE - FY Results  (Feb)

investments (2022)

Bluefield Solar - FY Results  (Sept)

ITM Power - Full Yr Results  (Sept)

Thrive Renewables - Portfolio Addition (Sept)

Gore St Energy Storage - FY Results (July)

Market Risks are Building...(July)

Personal Assets Trust - FY Results..  (June)

Greencoat UK Wind - Update & Results (May)

GH Energy Storage - FY Results  (Apr)

iShares Global Clean Energy - Update (Mar)

Ceres Power - Full Yr Results  (Mar)

Allianz Technology - Full Yr Results (Mar)

TRIG - Full Year Results  (Feb)

NIBE Industrier - Full Year Results  (Feb)

Keystone Positive Change - Portfolio Addition (Jan)